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Aspiriant logo — A leading independent wealth management firm.

Aspiriant

A leading independent wealth management firm.

Founded 2008 United States Los Angeles, United States 229 employees Series Unknown Total: $2.81M Financial Services, Wealth Management

General Information

Company Name Aspiriant
Founded Year 2008
Location United States Los Angeles, United States +10
Employees 229
Industries Financial Services, Wealth Management
Funding Stage Series Unknown
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About Aspiriant

Aspiriant is a leading independent wealth management firm that is 100% employee owned. Established in 2008, the company aims to bring clarity and peace of mind to its clients. As an independent wealth management firm, Aspiriant has structured its business model to be unique and sustainable, catering to the financial complexity of its clients. The firm offers a comprehensive range of services, including financial planning, investment management, tax management, estate planning, philanthropy, and more. With their focus on creating a personalized client experience, Aspiriant continues to grow alongside its clients, integrating financial planning, investment management, and ongoing execution. Emphasizing long-term partnerships, the company is committed to realizing their clients' vision for their lives. As of 30 September 2018, Aspiriant secured a $2.81M Venture Round investment. Headquartered in the United States, Aspiriant has built a strong reputation in the financial services and wealth management industries. For investors seeking opportunities in the wealth management sector, Aspiriant presents an appealing investment prospect, given its established presence, sustained growth, and dedication to client-centric services. With their demonstrated commitment to innovation and sustainable business practices, Aspiriant stands as a notable player in the wealth management landscape, offering potential for long-term returns and industry impact. For more information, interested parties can visit their website and get in touch with the company directly at https://aspiriant.com/contact/?utm_source=linkedin&utm_medium=banner&utm_campaign=business_page.

Taxonomy: Wealth management, Financial planning, Investment management, Tax management, Estate planning, Philanthropy, Independent firm, Employee-owned, Clarity, Peace of mind, Expert team, National presence, Client-focused, Holistic financial services

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round •••••• - 30 Sep 2018

Aspiriant Alternatives & Competitors

Aspiriant vs
Babylon Wealth Management
Babylon Wealth Management United States

We are a fee-only financial advisor, committed to serving busy families and tech professionals throu...

2 employees
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Aspiriant vs
JL Bainbridge & Company
JL Bainbridge & Company United States

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Aspiriant vs
Bill Few Associates, Inc.
Bill Few Associates, Inc. United States

We are in the business of guidance, helping you to feel prepared about your financial situation and...

28 employees
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Also compare with: Aspiriant vs Financial Service Group, Inc. Financial Service Group, Inc.

FAQ About Aspiriant

A leading independent wealth management firm.
Aspiriant was founded in 2008.
Aspiriant is headquartered in Los Angeles, United States.
Aspiriant operates in the following industries: Financial Services, Wealth Management.
Aspiriant has approximately 229 employees.
Aspiriant has completed 1 funding round, raising a total of $2.81M. The latest funding stage is Series Unknown.
Top alternatives and competitors to Aspiriant include Babylon Wealth Management, JL Bainbridge & Company, Bill Few Associates, Inc., Mercer Global Advisors, Financial Service Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Aspiriant and Babylon Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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